Investment Advisor Representative
6800 College Blvd Ste 280
Overland Park, KS 66211
Take a closer look at our Vision, Mission, History, and Leadership.
Transamerica Financial Advisors, Inc. (TFA) is part of Transamerica, a company that has stood for innovation and openness since 1904, when a young entrepreneur named Amadeo P. Giannini founded a bank in San Francisco to make financial services available to everyone. This company was among the first to serve everyday people with banking services, and in 1909, it began establishing branches to serve more customers.
In keeping with this history, TFA's representatives strive to serve people from all backgrounds, and encourage clients to think differently about their future by considering their long-term health in pursuit of their financial success. Because just like with planning and saving, we believe the little steps we take today toward better health can make a big difference for tomorrow.
Registered Representatives
Investment Advisor Representatives
Product Providers
Assets Under Management
Customer Accounts
"Be the first in everything." That was the goal of Amadeo P. Giannini, as he laid the foundation for Transamerica. And it's a goal that's continued to shape the company. That's why at TFA, we believe our responsibility goes beyond insurance, investments, and retirement accounts. Our representatives are also in the business of helping people improve their financial and personal well-being. Today, TFA and our representatives work hard to lead the way in:
Giving more middle-class families access to wealth management strategies and solutions
Emphasizing the connection between wealth and health, so TFA clients can add more life to their years and more years to their lives
Creating opportunities for financial services entrepreneurs who want to build a business that serves the families and businesses in their communities
1. https://data.investmentnews.com/broker-dealer-data/rankings?HD=true&F=frps&U=staffing&Y=2017&XS=40549_3
2. https://data.investmentnews.com/broker-dealer-data/rankings?HD=true&F=rps&U=staffing&Y=2017&XS=18228_3
3. https://www.investmentnews.com/gallery/20180522/FREE/522009996/PH/ibds-with-the-most-female-reps&Params=Itemnr=11
TFA is managed by a team of dedicated and focused professionals, whose knowledge and experience come together to make a difference for our clients, representatives, and product providers.
President & CEO
Vice President of Operations
Chief Financial Officer
Chief Supervisory Officer
Chief Compliance Officer
Director of Wealth Management, Advisory
Director, Business Development
Reach out to me to start pursuing your financial goals.